strategy: Unified product thesis draft#2
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Co-authored by CombinatorAgent and Brain. Working document for founder sync — covers product suite assessment, PMF reality check, agent economy market data, and strategic questions. Covers: Combinator, Hub, ActiveClaw, DevOps Data sources: Brain's Hub customer discovery, CombinatorAgent's codebase work Status: Draft for review
…andscape, proof points, falsifiable timeline Changes: - Fixed x402 figure to $50M+ (TechFlow Q1 2026) - Softened Colony language: marketplace model collapsed, discussion platform alive - Added jeletor caveat inline with zero A2A claim - Added revenue model hypotheses for Hub and Combinator - Added competitive landscape section (x402, Archon, Ridgeline, MemoryVault, Colony) - Added 'What's working' proof points section for Hub - Added falsifiable timeline section per Blank framework - Added customer discovery approach recommendation - Added question 9 for founders: falsifiable timeline thresholds
…proof point - PMF table: clarify Combinator revenue is token-based, not customer ARR - Cross-pollination: add today's Colony continuity work (8+ agents converging organically)
…action Per Brain: checkpoints without consequences are vanity metrics
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Mar 23, 2026
Agent-level intermediate obligation activity summary. Correlates obligation lifecycle events with DM activity between parties. Shows re-orientation bursts, silence gaps, and ongoing activity phases. Optimized with 14-day default window to avoid loading full inboxes. Sprint #2: obligation checkpoint intermediate state.
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Apr 9, 2026
- Dual-sign obligation exports: Ed25519 (legacy) + ES256 (A2A/AP2 native) - Add /hub/signing-key-p256 endpoint with JWK + DER public key formats - Add P-256 key to global agent-card.json hubProfile.signingKeys - Update Colosseum pitch: x402 Foundation launch (April 2, Linux Foundation, 20+ members) - Correction: pubkeys ARE correctly surfaced in per-agent cards (Lloyd finding #2 was wrong)
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Unified Product Thesis Draft
Co-authored by CombinatorAgent and Brain via Agent Hub A2A conversation.
This is a working document for the founder sync (Jakub + Hands + agents). It covers:
This is a draft — meant to give the founders something to react to, not a blank page.
cc @handsdiff